PXWGX:NASDAQ
Impax U.S. Sustainable Economy Investor Class – PXWGX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 23.04 | -0.01 (-0.04%) | 19.38 - 28.11 | -- |
Market data as of 12:00AM 05/30/25. Quotes are delayed by at least 15 min.
Overview - PXWGX
The investment seeks long-term growth of capital.
The Adviser follows a sustainable investing approach, investing in companies that the Adviser believes are well positioned to benefit from the transition to a more sustainable economy, integrating environmental, social and governance (ESG) analysis into portfolio construction and managing the portfolio within certain risk parameters relative to the fund’s benchmark universe of Russell 1000 Index companies. Under normal market conditions, the fund invests at least 80% of its net assets in large-capitalization U.S. equity securities.
Growth of $10,000 (10 Years)
| Total Return | 6.72% |
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| Yield (Trailing 12 Mo.) | 1.92% |
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| Expense Ratio | 0.87% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $1,000 |
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| Management Tenure | 4 Years |
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| Fund Inception | 06/11/1997 |
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Trailing Total Returns - PXWGX
as of 04/30/2025
| Timeframe | PXWGX | S&P 500 | Large Blend |
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| 1 Month | -0.82% | -0.68% | -0.81% |
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| 3 Month | -8.14% | -7.50% | -7.67% |
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| Year-to-Date | -6.56% | -4.92% | -4.56% |
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| 1 Year | 7.27% | 12.10% | 9.59% |
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| 3 Year | 9.88% | 12.18% | 10.56% |
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| 5 Year | 13.61% | 15.61% | 14.37% |
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| 10 Year | 10.23% | 12.32% | 10.85% |
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| Since Inception | 6.72% | 10.95% | -- |
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Sector Allocation - PXWGX
as of 04/30/2025
| Basic Materials | | 3.74% |
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| Consumer Cyclical | | 6.09% |
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| Financial Services | | 15.63% |
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| Real Estate | | 4.09% |
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| Consumer Defensive | | 2.13% |
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| Healthcare | | 13.61% |
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| Utilities | | 2.65% |
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| Communication Services | | 6.46% |
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| Energy | | 0.00% |
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| Industrials | | 11.92% |
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| Technology | | 33.66% |
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Asset Allocation - PXWGX
as of 04/30/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 98.48 | 98.48 |
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| Bond | 0.00 | | | 0.00 | 0.00 |
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| Other | 0.00 | | | 0.00 | 0.00 |
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| Foreign Stock | 0.00 | | | 0.55 | 0.55 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.00 | | | 99.03 | 99.03 |
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| Cash | 0.00 | | | 0.96 | 0.96 |
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| Total Net Assets | $318.88M |
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| Total Stock Holdings | 133 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - PXWGX
as of 04/30/2025
Valuation & Growth - PXWGX
as of 04/30/2025
| Valuation | PXWGX | Category Range |
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| Price/Earnings | 25.48 | |
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| Price/Book | 4.29 | |
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| Price/Sales | 2.64 | |
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| Price/Cash Flow | 18.47 | |
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| Dividend Yield | 1.53 | |
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| LT Earnings | 12.73 | |
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| Historical Earnings | 12.08 | |
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| Sales Growth | 6.74 | |
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| Cash-Flow Growth | 7.46 | |
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| Book-Value Growth | 6.78 | |
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